mster
11-13 11:32
$Microsoft(MSFT)$  


Anthropic launched Claude Sheets, Whiteboards and Data on Tuesday — tools that go straight at Microsoft 365 and Office.

The share price dropped 5% in 2 days now finding support 520 level  

While AI has an amazing ability to create and even replace these office softwares, they are however not able to replace a whole integrated system, not immediately at least  

With MSFT invested heavily into Anthropics gor all we know all these newly developed Softwares may very well be adopted and integrated into MSFT   


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Comments

  • zookee
    11-13 16:23
    zookee
    Enterprise stickiness is still the moat here. Sheets and Whiteboards are features; Microsoft 365 is the workflow stack companies already live in.
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